2021-08-16T12:42:26-05:00 2020-09-30 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2019-10-01 833913679 DEERFIELD CHARITABLE FOUNDATION DEER 8282741531 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 ROBERT CHANDLER CFO 8282741531 2021-08-16 1 AMY BIBBY P00445891 8282542254 2019 2022-09-23 18:48:47Z ROBERT CHANDLER 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 478250 0 X WWW.DEERFIELDWNC.ORG X 2019 NC SUPPORTING ORGANIZATION - EXISTING TO NURTURE DEERFIELD'S SPIRIT OF GENEROSITY. 4 4 0 0 0 0 0 268745 0 0 0 209505 0 0 0 478250 0 754316 0 0 0 0 0 0 0 0 24298 0 778614 0 -300364 0 14938533 0 424316 0 14514217 X WE EXIST TO NURTURE DEERFIELD'S SPIRIT OF GENEROSITY, ENRICHING THE LIVES OF RESIDENTS AND SHARING OUR RESOURCES WITH PEOPLE ACROSS WESTERN NORTH CAROLINA. 0 0 754316 754316 DEERFIELD CHARITABLE FOUNDATION WAS CREATED AS A SUPPORTING ORGANIZATION OF DEERFIELD EPISCOPAL RETIREMENT COMMUNITY. ITS PURPOSE IS TO ASSIST DEERFIELD AND ITS RESIDENTS IN PROVIDING SUPPORT TO THE COMMUNITY AND ENRICH THE LIVES OF DEERFIELD'S RESIDENTS AND SURROUNDING COMMUNITY. FISCAL YEAR 2020 WAS THE INITIAL OPERATING YEAR OF THE FOUNDATION. THROUGH ITS EFFORTS THE FOUNDATION WAS ABLE TO PROVIDE SUPPORT TO RESIDENTS AND COMMUNITY RESIDENTS THROUGH GRANTS AND ASSISTANCE, ADDRESSING BOTH HOUSING NEEDS AND NEEDS ARISING FROM THE COVID-19 PANDEMIC. THE FOUNDATION ASSISTED WITH THE PLANNING AND IMPLEMENTATION OF RESIDENT EVENTS THROUGHOUT THE YEAR DESPITE THE CHALLENGES POSED BY THE PANDEMIC. 754316 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ROBERT K CHANDLER 8282741531 1617 HENDERSONVILLE RD ASHEVILLE NC 28803 MS CHRIS DISMUKES CHAIR 1.00 2.00 X X 0 0 0 MR JEFF COVINGTON CO-CHAIR 1.00 2.00 X X 0 0 0 MR LARRY HARRIS TREASURER/SECRETARY 1.00 2.00 X X 0 0 0 MR ANDY STRAUSS BOARD MEMBER 1.00 2.00 X 0 0 0 MR ROBERT F WERNET JR PRESIDENT/CEO 1.00 40.00 X 0 359746 93739 MR ROBERT CHANDLER CFO 1.00 40.00 X 0 231652 50008 MS MICHELLE WOOLEY ASSIST. SEC. / DIR. OF PHIL. 1.00 40.00 X 0 61757 18032 0 653155 161779 0 0 1 0 0 268745 268745 115948 115948 93557 0 93557 93557 93557 478250 0 0 209505 754316 754316 24298 24298 778614 754316 24298 0 50555 8989805 5898173 0 14938533 0 424316 0 424316 X 10623704 3890513 0 14514217 0 14938533 X -300364 847392 13967189 X X 0 1 X 1 0 X X 1 DEERFIELD EPISCOPAL RETIREMENT COMMUNITY INC 560614176 10 1 424316 330000 1 424316 330000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED PARTY 424316 424316 X PART X, LINE 2: DEERFIELD IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. DEERFIELD HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2020 AND 2019. 0 ASHEVILLE AREA HABITAT FOR HUMANITY 4 VANDERBILT PARK DR 300 ASHEVILLE NC 28803 561363464 501(C)(3) 220000 MISSION SUPPORT MAHEC FOUNDATION 121 HENDERSONVILLE ROAD ASHEVILLE NC 28803 561071426 501(C)(3) 110000 OPERATIONAL SUPPORT DEERFIELD EPISCOPAL RETIREMENT COMMUNITY 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 560614176 501(C)(3) 424316 MISSION SUPPORT 3 0 PART I, LINE 2: THE ORGANIZATION SELECTS COMMUNITY ORGANIZATIONS WITH PROGRAMS ALIGNING WITH THE ORGANIZATION MISSION. IN THE EVENT THAT FUNDS ARE NOT UTILIZED BY THE RECIPIENT ORGANIZATION FOR THE STATED PURPOSE, THE ORGANIZATION WILL NOT PROVIDE FUTURE FUNDING. 0 1 0 0 0 0 0 0 0 MR ROBERT F WERNET JR PRESIDENT/CEO 0 296208 0 59222 0 4316 0 77503 0 16236 0 453485 0 0 MR ROBERT CHANDLER CFO 0 200393 0 31259 0 0 0 33772 0 16236 0 281660 0 0 PART I, LINE 4B ROBERT WERNET, CEO AND ROBERT CHANDLER, CFO PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN THROUGH A RELATED ORGANIZATION. THE BOARD INCLUDES THESE AMOUNTS IN HIS ANNUAL COMPENSATION REVIEW AND APPROVAL PROCESS. **NOTE 67,009 AND $26,822 OF THE AMOUNT REPORTED ON THE FORM 990, PAGE 7, COLUMN (F) AND SCHEDULE J, PAGE 2, COLUMN C REFLECT AN AMOUNT NOT ACTUALLY RECEIVED BY THE CEO AND CFO RESPECTIVELY DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDED A COPY OF THE 990 TO EACH BOARD MEMBER FOR PERSONAL REVIEW PRIOR TO FILING THE RETURN. THE FINANCE COMMITTEE HELD A MEETING TO FORMALLY REVIEW AND APPROVE THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE COMPLIANCE OFFICER ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND THAT IT IS BEING FOLLOWED. BOARD MEMBERS ARE RESPONSIBLE FOR BRINGING ANY POTENTIAL CONFLICT OF INTEREST TO ATTENTION AND REMOVING THEMSELVES FROM SITUATIONS WHERE THERE MAY BE A POTENTIAL CONFLICT. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANZIATION'S 990 ARE MADE AVAILABLE UPON REQUEST. ALSO, RECENT FILINGS OF THE FORM 990 ARE MADE AVAILABLE AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: EQUITY TRANSFER FROM RELATED ORGANIZATION 13,967,189. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. DEERFIELD EPISCOPAL RETIREMENT COMMUNITY INC 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 560614176 RETIREMENT COMMUNITY NC 501(C)(3) LINE 10 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1